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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (15042)	1/26/1998 11:49:00 AM
From: Teri Skogerboe	Read Replies (2) \| Respond to of 70976

Brian, Gene and All, Re: From the recent Dauvin Reuters article, "He said he expected the industry would cut its 1998 capital expenditure plan by an estimated $20 billion." How do we reconcile this statement with a pick-up later in '98? Secondly, Brooks Automation (BRKS), VECO, EGLS, SVGI, and UTEK are some of the secondary semi-equips that are trading at or near Book Value. Generally, over the past several years, these stocks have traded as a group (in-sync). To say that they will not continue to do so is to say that "It's different this time." Why should it be "different this time"? Lastly, I'm not asking anybody to do anything with their stock. We all have to make our own decisions. I'm mostly saying that I do not feel comfortable going fully on margin with AMAT today (at today's price). Regards, Teri PS. I am not suggesting that AMAT, KLAC and NVLS will necessarily trade as close to BV and Price/Sales as the secondary issues, but AMAT/KLAC/NVLS's prices don't reflect the uncertainty in today's market, IMO. Again, if someone (BB, DD, Anyone) wants to talk semi fundamentals, I'd love to hear reasoning for a sustained rally in the near-term. What bugs me is talk like "AMAT's going to 450 by this Friday", with no reasoning for this.

To: Proud_Infidel who wrote (15042)	1/26/1998 12:08:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Where did everyone go?? I hope not to Subject 18974 <VBG>

To: Proud_Infidel who wrote (15042)	1/26/1998 12:09:00 PM
From: William L. Oppenheim	Respond to of 70976

How about the small picture. We all own computers. Mostly we use them for the internet, word processing, presentations, financial processing, or games. I, like most of you, love to look at new computers and products. Are they worth it for what we do. I added 32 MB memory for $120 to my Micron p-120, and it runs as well as my 200 MH Sony for all of the applications that I use. Talk all we want to about how we need to keep up with the latest, but if you apply my Lynch principal to other individuals and companies across the board, there is less enthusiasm for upgrades now than previously and it is likely to remain that way till there is a quantum improvement in applications that we all must have. Perhaps the exception will be the internet applications where individuals can use and see speedier results. Comments?